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Disclosery

Summit Financial, LLC: IJJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on IJJ, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 55,498 IJJ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,498 shares
    Change vs previous 13F -1,227 shares

    0.09% of the 13F portfolio, value $8,198,725.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,725 shares
    Change vs previous 13F +3,724 shares

    0.1% of the 13F portfolio, value $7,516,100.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53,001 shares
    Change vs previous 13F +4,797 shares

    0.1% of the 13F portfolio, value $6,974,430.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,204 shares
    Change vs previous 13F +41,108 shares

    0.1% of the 13F portfolio, value $6,253,033.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,096 shares
    Change vs previous 13F +5,181 shares

    0.02% of the 13F portfolio, value $876,978.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,915 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $229,320.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).